iShares S&P 500 Growth Index shares owned by WMS Partners
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by WMS Partners
from 13F filings
Historical chart of WMS Partners investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 20k | 101.53 |
| 2024-09-30 | $2.0M | 21k | 95.75 |
| 2024-06-30 | $1.9M | 21k | 92.54 |
| 2024-03-31 | $1.8M | 21k | 84.44 |
| 2023-12-31 | $1.7M | 22k | 75.10 |
| 2023-09-30 | $1.7M | 25k | 68.42 |
| 2023-06-30 | $1.7M | 25k | 70.48 |
| 2023-03-31 | $1.6M | 25k | 63.89 |
| 2022-12-31 | $1.6M | 28k | 58.50 |
| 2022-09-30 | $1.6M | 28k | 57.86 |
| 2022-06-30 | $1.8M | 29k | 60.36 |
| 2022-03-31 | $2.9M | 38k | 76.38 |
| 2021-12-31 | $3.2M | 38k | 83.68 |
| 2021-09-30 | $3.1M | 42k | 73.91 |
| 2021-06-30 | $3.4M | 47k | 72.74 |
| 2021-03-31 | $3.3M | 51k | 65.11 |
| 2020-12-31 | $3.3M | 14k | 231.05 |
| 2020-09-30 | $3.3M | 14k | 231.05 |
| 2020-06-30 | $3.0M | 14k | 207.49 |
| 2020-03-31 | $2.4M | 14k | 165.03 |
| 2019-12-31 | $2.8M | 15k | 193.63 |
| 2019-09-30 | $2.7M | 15k | 180.03 |
| 2019-06-30 | $2.7M | 15k | 179.25 |
| 2019-03-31 | $2.5M | 15k | 172.37 |
| 2018-12-31 | $2.3M | 15k | 150.69 |
| 2018-09-30 | $2.7M | 15k | 177.18 |
| 2018-06-30 | $2.6M | 16k | 162.63 |
| 2018-03-31 | $2.6M | 17k | 155.07 |
| 2017-12-31 | $2.7M | 18k | 152.77 |
| 2017-09-30 | $2.9M | 20k | 143.44 |
| 2017-06-30 | $2.8M | 21k | 136.86 |
| 2017-03-31 | $2.9M | 22k | 131.51 |
| 2016-12-31 | $2.8M | 23k | 121.80 |
| 2016-09-30 | $3.0M | 25k | 121.67 |
| 2016-06-30 | $2.9M | 25k | 116.60 |
| 2016-03-31 | $2.9M | 25k | 115.90 |
| 2015-12-31 | $2.9M | 25k | 115.80 |
| 2015-09-30 | $2.9M | 27k | 107.79 |
| 2015-06-30 | $3.1M | 27k | 113.87 |
| 2015-03-31 | $3.3M | 29k | 113.94 |
| 2014-12-31 | $3.2M | 29k | 111.60 |
| 2014-09-30 | $3.1M | 29k | 106.84 |
| 2014-06-30 | $3.1M | 30k | 105.20 |
| 2014-03-31 | $3.1M | 31k | 99.84 |
| 2013-12-31 | $3.1M | 31k | 98.76 |
| 2013-09-30 | $2.8M | 32k | 89.38 |
| 2013-06-30 | $3.0M | 36k | 84.01 |
| 2013-03-31 | $2.9M | 36k | 82.38 |
| 2012-12-31 | $2.8M | 37k | 75.74 |
| 2012-09-30 | $2.9M | 38k | 77.84 |
| 2012-06-30 | $3.1M | 42k | 73.51 |
| 2012-03-31 | $697k | 10k | 69.41 |
| 2011-12-31 | $2.9M | 43k | 67.44 |
| 2011-09-30 | $3.7M | 61k | 61.23 |
| 2011-06-30 | $697k | 10k | 69.41 |
| 2010-12-31 | $14k | 220 | 63.64 |